The effect of bone quality on pedicle screw loading in axial instability. A synthetic model

The Potential Impact of Basivertebral Foramen Morphology and Pedicle Screw Placement on Epidural Cement Leakage With Cement-Augmented Fenestrated Pedicle Screw Fixation: A Multicenter Retrospective Study of 282 Patients and 1404 Augmented Screws

BACKGROUND

Epidural cement leakage (CL) is a common complication in cement-augmented fenestrated pedicle screw fixation (CAFPSF) with the potential for neural injury. However, there are no reports discussing basivertebral vein morphology and pedicle screw placement, which are critical in the analysis of the risk of epidural CL after CAFPSF.

OBJECTIVE

To identify the incidence and risk factors of epidural CL in osteoporotic patients during CAFPSF.

METHODS

Two hundred and eighty-two osteoporotic patients using 1404 cement-augmented fenestrated screws were included. Preoperative computed tomography (CT) was used to characterize the morphology of posterior cortical basivertebral foramen. After CAFPSF, the severity of epidural CL, the implantation position of the screw tip, and cement extension within the vertebral body were determined by postoperative CT scans. In this study, significant risk factors for epidural CL were identified through logistic regression analysis.

RESULTS

In total, 28 patients (18.8%) and 108 screws (7.7%) had epidural CL and 7 patients (13 screws) experienced neurological symptoms. Although local epidural CL was generally not clinically significant, extensive epidural leakage posed a higher risk of neurological symptoms. Significant predictors for extensive epidural CL were a magistral type of basivertebral foramen and the smaller distance between the tip of the screw and the posterior wall of the vertebral body.

CONCLUSION

In osteoporotic patients receiving CAFPSF, epidural CL is relatively common. The morphology of basivertebral foramen should be taken into account when planning a CAFPSF procedure. It is important to try and achieve a deeper screw implantation, especially when a magistral type of basivertebral foramen is present.

Stress distribution of different lumbar posterior pedicle screw insertion techniques: a combination study of finite element analysis and biomechanical test

At present, the pedicle screw is the most commonly used internal fixation device. However, there are many kinds of common posterior pedicle screw insertion techniques performed to reconstruct the lumbar stability. Therefore, spinal surgeons often face a difficult choice. The stress distribution of internal fixation system is an important index for evaluating safety. Unfortunately, little had been known about the difference of stress distribution of screw-rod systems that established by Roy-Camille, Magerl and Krag insertion techniques. Here, combination of finite element analysis and model measurement research was adopted to evaluate the difference of stress. Following different pedicle screw insertion techniques, three lumbar posterior surgery models were established after modeling and validation of the L1–S1 vertebrae finite element model. By analyzing the data, we found that stress concentration phenomenon was in all the postoperative models. Roy-Camille and Magerl insertion techniques led to the great stress on screw-rod systems. Then, fresh frozen calf spines were selected as a model for subsequent measurements. Fitted with a specially designed test pedicle screw, L5–L6 vertebrae were selected to repeat and verify the results of the finite element analysis. With the aid of universal testing machine and digital torque wrench, models simulated flexion, extension, lateral bending and rotation. Finally, the strain value was captured by the strain gauge and was then calculated as the stress value. Krag and Magerl were found to be the safer choice for pedicle screw insertion. Overall, our combination method obtained the reliable result that Krag insertion technique was the safer approach for pedicle screw implantation due to its relatively dispersive stress. Therefore, without the consideration of screw size, pedicle fill, bone density, and bone structures, we recommend the Krag insertion technique as the first choice to reconstruction of lumbar stability. Additionally, the combination method of finite element analysis and strain gauge measurement can provide a feasible way to study the stress distribution of spinal internal fixation.

[Treatment of chronic thoracolumbar osteoporotic fractures combined with kyphosis with cement-injectable cannulated pedicle screw and multiple level Schwab grade osteotomy]

OBJECTIVE

To evaluate the effectiveness of cement-injectable cannulated pedicle screw combined with multiple level Schwab grade Ⅰ osteotomy for chronic thoracolumbar osteoporotic fractures with kyphosis.

METHODS

The clinical data of 27 patients with symptomatic chronic thoracolumbar osteoporotic fractures combined with kyphosis treated between June 2015 and June 2017 were retrospectively analysed. Among them, there were 8 males and 19 females, with an average age of 69.5 years (range, 56-81 years). The damage segment (kyphosis vertex) included T 11 in 4 cases, T 12 in 12 cases, L 1 in 10 cases, and L 2 in 1 case. The disease duration ranged from 3 to 21 months, with an average of 12.5 months. The T value of lumbar vertebral bone mineral density ranged from -4.9 to -2.5, with an average value of -3.61. The American Spinal Injury Association (ASIA) classification was used to evaluate spinal cord injury, there were 1 case of grade D and 26 cases of grade E. The visual analogue scale (VAS) score, Oswestry disability index (ODI), kyphosis Cobb angle of fracture site, and sagittal vertical axis (SVA) data were obtained before operation, at 2 weeks after operation, 3 months after operation, and last follow-up, to evaluate the quality of life and improvement of sagittal spine parameters.

RESULTS

No complications related to pedicle screw and bone cement occurred. The incisions healed by first intention in 26 cases, and 1 incision healed after dressing change due to poor blood glucose control. There were no complications such as bedsore, hypostatic pneumonia, or deep venous thrombosis. All patients were followed up 8-24 months, with an average of 16.6 months. The VAS score, ODI score, Cobb angle, and SVA were significantly improved when compared with those before operation ( P<0.05). There was no significant difference in Cobb angle between each time point after operation ( P>0.05); the VAS score and ODI score at 3 months after operation and last follow-up were significantly better than those at 2 weeks after operation ( P<0.05), and the ODI score at last follow-up was further improved when compared with the score at 3 months ( P<0.05), but there was no significant difference in VAS score ( P>0.05); SVA at last follow-up was significantly worse than that at 2 weeks and 3 months after operation ( P<0.05), but there was no significant difference between at 2 weeks and 3 months after operation ( P>0.05). During the follow-up period, there was no complication such as pedicle screw loosening, breakage or cutting, adjacent vertebral fracture, proximal junctional kyphosis, and so on.

CONCLUSION

For the chronic thoracolumbar osteoporotic fractures combined with kyphosis, the cement-injectable cannulated pedicle screw and multiple level Schwab grade Ⅰ osteotomy has the advantages of less operation trauma, quick recovery, and remarkable effectiveness.

Minimally invasive spinal fixation in an aging population with osteoporosis: clinical and radiological outcomes and safety of expandable screws versus fenestrated screws augmented with polymethylmethacrylate

OBJECTIVE

The goal of this study was to compare the clinical and radiological outcomes between fenestrated pedicle screws augmented with cement and expandable pedicle screws in percutaneous vertebral fixation surgical procedures for the treatment of degenerative and traumatic spinal diseases in aging patients with osteoporosis.

METHODS

This was a prospective, single-center study. Twenty patients each in the expandable and cement-augmented screw groups were recruited. Clinical outcomes included visual analog scale (VAS), Oswestry Disability Index (ODI), and satisfaction rates. Radiographic outcomes comprised radiological measurements on the vertebral motion segment of the treated levels. Intraoperative data including complications were collected. All patients completed the clinical and radiological outcomes. Outcomes were compared preoperatively and postoperatively.

RESULTS

An average shorter operative time was found in procedures in which expandable screws were used versus those in which cement-augmented screws were used (p < 0.001). No differences resulted in perioperative blood loss between the 2 groups. VAS and ODI scores were significantly improved in both groups after surgery. There was no significant difference between the 2 groups with respect to baseline VAS or ODI scores. The satisfaction rate of both groups was more than 85%. Radiographic outcomes also showed no significant difference in segment stability between the 2 groups. No major complications after surgery were seen. There were 4 cases (20%) of approach-related complications, all in fenestrated screw procedures in which asymptomatic cement extravasations were observed. In 1 case the authors detected a radiologically evident osteolysis around a cement-augmented screw 36 months after surgery. In another case they identified a minor loosening of an expandable screw causing local back discomfort at the 3-year follow-up.

CONCLUSIONS

Expandable pedicle screws and polymethylmethacrylate augmentation of fenestrated screws are both safe and effective techniques to increase the pullout strength of screws placed in osteoporotic spine. In this series, clinical and radiological outcomes were equivalent between the 2 groups. To the authors’ knowledge, this is the first report comparing the cement augmentation technique versus expandable screws in the treatment of aging patients with osteoporosis.

Pedicle Screw with Cement Augmentation in Unilateral Transforaminal Lumbar Interbody Fusion: A 2-Year Follow-Up Study

OBJECTIVE

To evaluate safety and efficacy of pedicle screw with polymethyl methacrylate (PMMA) augmentation in unilateral transforaminal lumbar interbody fusion (uTLIF) in osteoporotic patients.

METHODS

We randomly divided 50 osteoporotic patients with degenerative lumbar diseases diagnosed between February 2014 and November 2015 into 2 groups. One group underwent standard uTLIF, and the other group underwent uTLIF with PMMA augmentation. All patients were scheduled to attend a series of regular follow-up evaluations. Oswestry Disability Index, Japanese Orthopaedic Association score, visual analog scale score, lumbar lordotic angle, segmental lordotic angle, and disc space height (DSH) at each follow-up were collected and analyzed.

RESULTS

The 2-year follow-up was completed by 24 patients in the uTLIF group and 23 patients in the PMMA group. Oswestry Disability Index, Japanese Orthopaedic Association score, and visual analog scale score showed significant improvements after surgery in both groups, with no significant difference between groups. DSH in the uTLIF group was 8.7 ± 2.3 mm and in the PMMA group was 10.7 ± 1.6 mm. Fusion rate in the uTLIF group was 19/24 and in the PMMA group was 21/23. DSH and fusion rate in the PMMA group were higher than those in the uTLIF group. No severe complications were observed after PMMA injection.

CONCLUSIONS

Pedicle screw with PMMA augmentation can increase fixation stability and reduce DSH loss in uTLIF. Moreover, PMMA in the vertebral body did not impede the interbody fusion ability in uTLIF.

Surgical treatment of severe osteoporosis including new concept of advanced severe osteoporosis

Severe osteoporosis is classified as those with a bone mineral density (BMD) T-score of -2.5 or lower, and demonstrate one or more of osteoporotic, low-trauma, fragility fractures. According to the general principle of surgical approach, patients with severe osteoporosis require not only more thorough pre- and postoperative treatment plans, but improvements in surgical fixtures and techniques such as the concept of a locking plate to prevent bone deformity and maximizing the blood flow to the fracture site by using a minimally invasive plate osteosynthesis. Arthroplasty is often performed in cases of displaced femoral neck fracture. Otherwise internal fixation for the goal of bone union is the generally accepted option for intertrochanteric, subtrochanteric, and femoral shaft fractures. Most of osteoporotic spine fracture is stable compression fracture, but vertebroplasty or kyphoplasty may be performed some selective patients. If neurological paralysis, severe spinal instability, or kyphotic deformity occurs, open decompression or fusion surgery may be considered. In order to overcome shortcomings of the World Health Organization definition of osteoporosis, we proposed a concept of 'advanced severe osteoporosis,' which is defined by the presence of proximal femur fragility fracture or two or more fragility fractures in addition to BMD T-score of -2.5 or less. In conclusion, we need more meticulous approach for surgical treatment of severe osteoporosis who had fragility fracture. In cases of advanced severe osteoporosis, we recommend more aggressive managements using parathyroid hormone and receptor activator of nuclear factor kappa-B ligand monoclonal antibody.

Contribution of the xenograft bone plate-screw system in lumbar transpedicular stabilization: An in vivo study in dogs

OBJECTIVES

Xenograft bone plate-screws (XBPSs) can be alternative tools in lumbar transpedicular stabilization (TS). The aim of this study was to show biomechanical and histopathological contribution of the XBPSs system in lumbar TS.

MATERIALS AND METHODS

Fifteen (n = 15) hybrid dog and ten (n = 10) L_2-4 cadaveric specimens were included in the study. The dogs were separated according to surgical techniques: L₃ laminectomy and bilateral facetectomy (LBF) in Group I (experimental group [EG I] (n = 5), L₃ LBF plus TS with metal plate-screws (MPSs) in Group II (EG II) (n = 5), and L₃ LBF plus TS with XBPSs in Group III (EG III) (n = 5). The cadaveric specimens were separated to L_2-4 intact in Group I (CG I), (n = 5), and L₃ LBF in Group II (CG II), (n = 5). The dogs were sacrificed at the end of 3^rd month, and their L_2-4 spinal segments were en bloc removed and prepared as in control groups. Flexion, extension, left-right bending, rotation, and compression tests were applied to all segments. Stiffness values were calculated and analyzed statistically. All dog segments were evaluated histopathologically.

RESULTS

XBPS system showed a higher average stiffness values for left bending, extension, flexion, and compression compared to MPS, but these differences were not statistically meaningful. XBPS system had superiority to the fusion formation, as well.

CONCLUSIONS

XBPSs provide stability and help the fusion formation, but this system does not have a biomechanical advantage over MPS system in TS.

Effect of various factors on pull out strength of pedicle screw in normal and osteoporotic cancellous bone models

Pedicle screws are widely used for the treatment of spinal instability by spine fusion. Screw loosening is a major problem of spine fusion, contributing to delayed patient recovery. The present study aimed to understand the factor and interaction effects of density, insertion depth and insertion angle on pedicle screw pull out strength and insertion torque. A pull out study was carried out on rigid polyurethane foam blocks representing osteoporotic to normal bone densities according to the ASTM-1839 standard. It was found that density contributes most to pullout strength and insertion torque. The interaction effect is significant (p < 0.05) and contributes 8% to pull out strength. Axial pullout strength was 34% lower than angled pull out strength in the osteoporotic bone model. Insertion angle had no significant effect (p > 0.05) on insertion torque. Pullout strength and insertion torque had no significant correlation (p > 0.05) in the case of the extremely osteoporotic bone model.

Salvage Percutaneous Vertebral Augmentation Using Polymethyl Methacrylate in Patients with Failed Interbody Fusion

BACKGROUND

Percutaneous vertebral augmentation with cement is used as a salvage procedure for failed instrumentation. Few studies have reported the use of this procedure for failed anterior lumbar fusion in elderly patients with osteoporosis and other complicated diseases who have undergone a previous major operation.

METHODS

Between January 2007 and December 2015, the clinical and radiographic results of 8 patients with osteoporosis who showed subsidence and migration of the implant after an initial operation were examined. After the development of implant failure, the patients underwent vertebral augmentation with polymethyl methacrylate.

RESULTS

Mean patient age was 73.4 years (range, 67-78 years), and mean bone mineral density was -2.96 (range, -2.1 to -3.8). The mean radiologic follow-up period between augmentation and the last follow-up examination was 16 months (range, 3-38 months). Although the subjective clinical outcome was not satisfying to the patients, no loss of correction, fractures, or screw loosening occurred during the follow-up period.

CONCLUSIONS

The injection of cement around the instrument might help to stabilize it by providing strength to the axis and preventing further loosening. This salvage procedure could be an alternative in the management of cases with failed interbody fusion.

Biomechanical Comparison of Expansive Pedicle Screw and Polymethylmethacrylate-augmented Pedicle Screw in Osteoporotic Synthetic Bone in Primary Implantation: An Experimental Study

STUDY DESIGN

Expansive pedicle screws (EPS) and polymethylmethacrylate-augmented pedicle screws (PMMA-PS) were inserted into osteoporotic synthetic bones, which were then tested by radiographic and biomechanical examinations.

OBJECTIVE

To compare the stability of EPS and PMMA-PS with that of a conventional pedicle screw (CPS) in an osteoporotic synthetic bone.

SUMMARY OF BACKGROUND DATA

It is a significant challenge for orthopedic surgeons performing transpedicular fixation in the osteoporotic spine. Prior studies have suggested that both EPS and PMMA-PS can increase the screw stability effectively. However, there are no biomechanical comparisons of EPS and PMMA-PS, especially in primary spinal surgery in osteoporosis.

METHODS

Thirty osteoporotic synthetic bone blocks were divided into 3 groups randomly. A pilot hole was prepared in advance in all samples by the same method. Then, the CPS was inserted directly into the pilot hole in the CPS group; the hole in the PMMA-PS group was first filled with polymethylmethacrylate (PMMA; 2.5 mL) and then inserted with CPS, and the EPS was inserted directly into the blocks in the EPS group. Twenty-four hours later, x-ray and computed tomography examination and axial pullout tests were performed on all samples; the block destructions were then recorded, and the hole diameters were measured.

RESULTS

In the CPS group, the screw was surrounded directly by the synthetic bone without any other materials, whereas in the PMMA-PS group, the screw was totally wrapped up by PMMA, and the PMMA was evenly distributed in the synthetic bone around the screw, indicating obvious improvement of the local density around the track. In the EPS group, the anterior part of the EPS presented an obvious expansion in synthetic bone and formed an unguiform structure pressing the surrounding synthetic bone. Screw stabilities in both the PMMA-PS and the EPS groups were significantly enhanced compared with those in the CPS group, and the screw stability in the PMMA-PS group was significantly higher than that in the EPS group. After the pullout tests, the block destructions were the most severe in the PMMA-PS group and the lightest in the CPS group. Hole diameters in the PMMA-PS and the EPS groups were significantly larger than that in the CPS group, whereas the diameter of the hole in the PMMA-PS group was significantly greater than that in the EPS group.

CONCLUSIONS

EPS can significantly increase the strength of screw fixation compared with CPS in osteoporotic synthetic bone. Although EPS shows a weaker fixation strength compared with PMMA-PS in the osteoporotic synthetic bone, it may still provide an alternative option to prevent screw loosening in the clinical treatment of osteoporosis.

Effect of screw position on load transfer in lumbar pedicle screws: a non-idealized finite element analysis

Angled screw insertion has been advocated to enhance fixation strength during posterior spine fixation. Stresses on a pedicle screw and surrounding vertebral bone with different screw angles were studied by finite element analysis during simulated multidirectional loading. Correlations between screw-specific vertebral geometric parameters and stresses were studied. Angulations in both the sagittal and axial planes affected stresses on the cortical and cancellous bones and the screw. Pedicle screws pointing laterally (vs. straight or medially) in the axial plane during superior screw angulation may be advantageous in terms of reducing the risk of both screw loosening and screw breakage.

Surgical treatment of degenerative and traumatic spinal diseases with expandable screws in patients with osteoporosis: 2-year follow-up clinical study

OBJECTIVE Pedicle screw instrumentation of the osteoporotic spine carries an increased risk of screw loosening, pullout, and fixation failure. A variety of techniques have been used clinically to improve pedicle screw fixation in the presence of compromised bone. Pedicle screws may be augmented with cement, but this may lead to cement leakage and result in disastrous consequences. To avoid these complications, a multiaxial expandable pedicle screw has been developed. This was a prospective, single-center study designed to evaluate the clinical results of patients with osteoporosis with traumatic and degenerative spinal diseases treated with expandable pedicle screws. METHODS Thirty-three patients (mean age 61.4 years) with osteoporosis and traumatic or degenerative spinal diseases underwent spinal posterior fixation with expandable screws. Preoperative and postoperative visual analog scale (VAS) for pain and Oswestry Disability Index (ODI) questionnaire scores were obtained. The immediate postoperative screw position was measured and compared with the final position on lateral plain radiographs and axial CT scans at the 1- and 2-year follow-up examinations. RESULTS A total of 182 pedicle screws were used, including 174 expandable and 8 regular screws. The mean preoperative patient VAS score improved from 8.2 to 3.6 after surgery. The mean ODI score improved from 83.7% before surgery to 29.7% after the operation and to 36.1% at the final follow-up. No screw migration had occurred at the 1-year follow-up, but 1 screw breakage/migration was visualized on spinal radiography at the 2-year follow-up. CONCLUSIONS The results of this study show that the multiaxial expandable pedicle screw is a safe and practical technique for patients with osteoporosis and various spinal diseases and adds a valuable tool to the armamentarium of spinal instrumentation.

Biomechanical fixation properties of cortical versus transpedicular screws in the osteoporotic lumbar spine: an in vitro human cadaveric model

OBJECTIVE Optimal strategies for fixation in the osteoporotic lumbar spine remain a clinical issue. Classic transpedicular fixation in the osteoporotic spine is frequently plagued with construct instability, often due to inadequate cortical screw-bone purchase. A cortical bone trajectory maximizes bony purchase and has been reported to provide increased screw pullout strength. The aim of the current investigation was to evaluate the biomechanical efficacy of cortical spinal fixation as a surgical alternative to transpedicular fixation in the osteoporotic lumbar spine under physiological loading. METHODS Eight fresh-frozen human spinopelvic specimens with low mean bone mineral densities (T score less than or equal to -2.5) underwent initial destabilization, consisting of laminectomy and bilateral facetectomies (L2-3 and L4-5), followed by pedicle or cortical reconstructions randomized between levels. The surgical constructs then underwent fatigue testing followed by tensile load to failure pullout testing to quantify screw pullout force. RESULTS When stratifying the pullout data with fixation technique and operative vertebral level, cortical screw fixation exhibited a marked increase in mean load at failure in the lower vertebral segments (p = 0.188, 625.6 ± 233.4 N vs 450.7 ± 204.3 N at L-4 and p = 0.219, 640.9 ± 207.4 N vs 519.3 ± 132.1 N at L-5) while transpedicular screw fixation demonstrated higher failure loads in the superior vertebral elements (p = 0.024, 783.0 ± 516.1 N vs 338.4 ± 168.2 N at L-2 and p = 0.220, 723.0 ± 492.9 N vs 469.8 ± 252.0 N at L-3). Although smaller in diameter and length, cortical fixation resulted in failures that were not significantly different from larger pedicle screws (p > 0.05, 449.4 ± 265.3 N and 541.2 ± 135.1 N vs 616.0 ± 384.5 N and 484.0 ± 137.1 N, respectively). CONCLUSIONS Cortical screw fixation exhibits a marked increase in mean load at failure in the lower vertebral segments and may offer a viable alternative to traditional pedicle screw fixation, particularly for stabilization of lower lumbar vertebral elements with definitive osteoporosis.

Ovariectomy-Induced Osteoporosis Does Not Impact Fusion Rates in a Recombinant Human Bone Morphogenetic Protein-2-Dependent Rat Posterolateral Arthrodesis Model

Study Design Randomized, controlled animal study. Objective Recombinant human bone morphogenetic protein-2 (rhBMP-2) is frequently utilized as a bone graft substitute in spinal fusions to overcome the difficult healing environment in patients with osteoporosis. However, the effects of estrogen deficiency and poor bone quality on rhBMP-2 efficacy are unknown. This study sought to determine whether rhBMP-2-induced healing is affected by estrogen deficiency and poor bone quality in a stringent osteoporotic posterolateral spinal fusion model. Methods Aged female Sprague-Dawley rats underwent an ovariectomy (OVX group) or a sham procedure, and the OVX animals were fed a low-calcium, low-phytoestrogen diet. After 12 weeks, the animals underwent a posterolateral spinal fusion with 1 μg rhBMP-2 on an absorbable collagen sponge. Representative animals were sacrificed at 1 week postoperative for alkaline phosphatase (ALP) and osteocalcin serum analyses. The remaining animals underwent radiographs 2 and 4 weeks after surgery and were subsequently euthanized for fusion analysis by manual palpation, micro-computed tomography (CT) imaging, and histologic analysis. Results The ALP and osteocalcin levels were similar between the control and OVX groups. Manual palpation revealed no significant differences in the fusion scores between the control (1.42 ± 0.50) and OVX groups (1.83 ± 0.36; p = 0.07). Fusion rates were 100% in both groups. Micro-CT imaging revealed no significant difference in the quantity of new bone formation, and histologic analysis demonstrated bridging bone across the transverse processes in fused animals from both groups. Conclusions This study demonstrates that estrogen deficiency and compromised bone quality do not negatively influence spinal fusion when utilizing rhBMP-2, and the osteoinductive capacity of the growth factor is not functionally reduced under osteoporotic conditions in the rat. Although osteoporosis is a risk factor for pseudarthrosis/nonunion, rhBMP-2-induced healing was not inhibited in osteoporotic rats.

Maximum load to failure and tensile displacement of an all-suture glenoid anchor compared with a screw-in glenoid anchor

PURPOSE

The purpose of this study was to evaluate the biomechanical behavior of an all-suture glenoid anchor in comparison with a more conventional screw-in glenoid anchor, with regard to maximum load to failure and tensile displacement.

METHODS

All mechanical testing was performed using an Instron ElectroPuls E1000 mechanical machine, with a 10 N pre-load and displacement rate of 10 mm/min. Force-displacement curves were generated, with calculation of maximum load, maximum displacement, displacement at 50 N and stiffness. Pretesting of handset Y-Knots in bone analog models revealed low force displacement below 60 N of force. Subsequently, three groups of anchors were tested for pull out strength in bovine bone and cadaver glenoid bone: a bioabsorbable screw-in anchor (Bio Mini-Revo, ConMed Linvatec), a handset all-suture anchor (Y-Knot, ConMed Linvatec) and a 60 N pre-tensioned all-suture anchor (Y-Knot). A total of 8 anchors from each group was tested in proximal tibia of bovine bone and human glenoids (age range 50-90).

RESULTS

In bovine bone, the Bio Mini-Revo displayed greater maximum load to failure (206 ± 77 N) than both the handset (140 ± 51 N; P = 0.01) and the pre-tensioned Y-Knot (135 ± 46 N; P = 0.001); no significant difference was seen between the three anchor groups in glenoid bone. Compared to the screw-in anchors, the handset all-suture anchor displayed inferior fixation, early displacement and greater laxity in the bovine bone and cadaveric bone (P < 0.05). Pre-tensioning the all-suture anchor to 60 N eliminated this behavior in all bone models.

CONCLUSIONS

Handset Y-Knots display low force anchor displacement, which is likely due to slippage in the pilot hole. Pre-tensioning the Y-Knot to 60 N eliminates this behavior.

LEVEL OF EVIDENCE

I.

A history of spine biomechanics. Focus on 20th century progress

The application of mechanical principles to problems of the spine dates to antiquity. Significant developments related to spinal anatomy and biomechanical behaviour made by Renaissance and post-Renaissance scholars through the end of the 19th century laid a strong foundation for the developments since that time. The objective of this article is to provide a historical overview of spine biomechanics with a focus on the developments in the 20th century. The topics of spine loading, spinal posture and stability, spinal kinematics, spinal injury, and surgical strategies were reviewed.

Comparison of Pedicle Screw Loosening Mechanisms and the Effect on Fixation Strength

Screw loosening is a common complication in spinal fixation using pedicle screws which may lead to loss of correction and revision surgery. The mechanisms of pedicle screw loosening are not well understood. The purpose of this study was to compare the pedicle screw pullout force and stiffness subsequent or not to multidirectional cyclic bending load (toggling). Pedicle screws inserted into porcine lumbar vertebrae underwent toggling in craniocaudal (CC), mediolateral (ML) directions, and no toggling (NT) before pullout. This study suggests that toggling and in particular CC toggling should be included in biomechanical evaluation of pedicle screw fixation strength.

Influence of screw augmentation in posterior dynamic and rigid stabilization systems in osteoporotic lumbar vertebrae: a biomechanical cadaveric study

STUDY DESIGN

Biomechanical cadaveric study.

OBJECTIVE

To determine whether augmentation positively influence screw stability or not.

SUMMARY OF BACKGROUND DATA

Implantation of pedicle screws is a common procedure in spine surgery to provide an anchorage of posterior internal fixation into vertebrae. Screw performance is highly correlated to bone quality. Therefore, polymeric cement is often injected through specifically designed perforated pedicle screws into osteoporotic bone to potentially enhance screw stability.

METHODS

Caudocephalic dynamic loading was applied as quasi-physiological alternative to classical pull-out tests on 16 screws implanted in osteoporotic lumbar vertebrae and 20 screws in nonosteoporotic specimen. Load was applied using 2 different configurations simulating standard and dynamic posterior stabilization devices. Screw performance was quantified by measurement of screwhead displacement during the loading cycles. To reduce the impact of bone quality and morphology, screw performance was compared for each vertebra and averaged afterward.

RESULTS

All screws (with or without cement) implanted in osteoporotic vertebrae showed lower performances than the ones implanted into nonosteoporotic specimen. Augmentation was negligible for screws implanted into nonosteoporotic specimen, whereas in osteoporotic vertebrae pedicle screw stability was significantly increased. For dynamic posterior stabilization system an increase of screwhead displacement was observed in comparison with standard fixation devices in both setups.

CONCLUSION

Augmentation enhances screw performance in patients with poor bone stock, whereas no difference is observed for patients without osteoporosis. Furthermore, dynamic stabilization systems have the possibility to fail when implanted in osteoporotic bone.

Recombinant human bone morphogenetic protein-type 2 (rhBMP-2) enhances local bone formation in the lumbar spine of osteoporotic sheep

The failure of orthopedic implants in osteoporotic patients is attributed to the lack of sufficient bone stock and regenerative capacity but most treatments for osteoporosis fail to address this issue. rhBMP-2 is known to promote bone formation under normal conditions but has not been used clinically in the osteoporotic condition. Osteoporosis was induced in 19 ewes using ovariectomy, low calcium diet, and steroid injection. After induction, the steroid was withdrawn and pellets containing inert carrier with rhBMP-2 in either slow or fast-release formulation were implanted into the lumbar vertebrae of each animal. After 2, 3, and 6 months the spines were harvested and assessed for changes in BMD and histomorphometric indices. BMD did not change after cessation of steroid treatment. After 2 months BV/TV increased in the vicinity of the pellets containing the fast-release rhBMP-2 and was sustained for the duration of the study. Focal voids surrounding all implants, particularly the slow-release formulation, were observed initially but resolved with time. Increased BV/TV adjacent to rhBMP-2 pellets suggests it could be used for localized treatment of osteoporosis. Refinement of the delivery system and supplementary treatments may be necessary to overcome the initial catabolic effects of rhBMP-2.

Biomechanical analysis of different types of pedicle screw augmentation: a cadaveric and synthetic bone sample study of instrumented vertebral specimens

This study aims to determine the pull-out strength, stiffness and failure pull-out energy of cement-augmented, cannulated-fenestrated pedicle screws in an osteoporotic cadaveric thoracolumbar model, and to determine, using synthetic bone samples, the extraction torques of screws pre-filled with cement and those with cement injected through perforations. Radiographs and bone mineral density measurements from 32 fresh thoracolumbar vertebrae were used to define specimen quality. Axial pull-out strength of screws was determined through mechanical testing. Mechanical pull-out strength, stiffness and energy-to-failure ratio were recorded for cement-augmented and non-cement-augmented screws. Synthetic bone simulating a human spinal bone with severe osteoporosis was used to measure the maximum extraction torque. The pull-out strength and stiffness-to-failure ratio of cement pre-filled and cement-injected screws were significantly higher than the non-cement-augmented control group. However, the cement pre-filled and cement-injected groups did not differ significantly across these values (p=0.07). The cement pre-filled group had the highest failure pull-out energy, approximately 2.8 times greater than that of the cement-injected (p<0.001), and approximately 11.5 times greater than that of the control groups (p<0.001). In the axial pull-out test, the cement-injected group had a greater maximum extraction torque than the cement pre-filled group, but was statistically insignificant (p=0.17). The initial fixation strength of cannulated screws pre-filled with cement is similar to that of cannulated screws injected with cement through perforations. This comparable strength, along with the heightened pull-out energy and reduced extraction torque, indicates that pedicle screws pre-filled with cement are superior for bone fixation over pedicle screws injected with cement.

Bone morphogenetic protein-7 accelerates fracture healing in osteoporotic rats

BACKGROUND

Osteoporosis is characterized by low bone mass, bone fragility and increased susceptibility to fracture. Fracture healing in osteoporosis is delayed and rates of implant failure are high with few biological treatment options available. This study aimed to determine whether a single dose of bone morphogenetic protein-7 (BMP-7) in a collagen/carboxy-methyl cellulose (CMC) composite enhanced fracture healing in an osteoporotic rat model.

MATERIALS AND METHODS

An open femoral midshaft osteotomy was performed in female rats 3 months post-ovarectomy. Rats were randomized to receive either BMP-7 composite (n = 30) or composite alone (n = 30) at the fracture site during surgery. Thereafter calluses were collected on days 12, 20 and 31. Callus cross-sectional area, bone mineral density, biomechanical stiffness and maximum torque, radiographic bony union and histological callus maturity were evaluated at each time point.

RESULTS

There were statistically significant increases in bone mineral density and callus cross-section area at all time points in the BMP-7 group as compared to controls and biomechanical readings showed stronger bones at day 31 in the BMP-7 group. Histological and radiographic evaluation indicated significant acceleration of bony union in the BMP-7 group as compared to controls.

CONCLUSION

This study demonstrated that BMP-7 accelerates fracture healing in an oestrogen-deficient environment in a rat femoral fracture healing model to scientific relevance level I. The use of BMP-7 composite could offer orthopedic surgeons an advantage over oestrogen therapy, enhancing osteoporotic fracture healing with a single, locally applied dose at the time of surgery, potentially overcoming delays in healing caused by the osteoporotic state.

Comparison between two pedicle screw augmentation instrumentations in adult degenerative scoliosis with osteoporosis

Background

The operative treatment of adult degenerative scoliosis combined with osteoporosis increase following the epidemiological development. Studies have confirmed that screws in osteoporotic spines have significant lower-screw strength with more frequent screw movements within the vertebra than normal spines. Screws augmented with Polymethylmethacrylate (PMMA) or with autogenous bone can offer more powerful corrective force and significant advantages.

Methods

A retrospective analysis was conducted on 31 consecutive patients with degenerative lumbar scoliosis combined with osteoporosis who had surgery from December 2000. All had a minimum of 2-year follow-up. All patients had posterior approach surgery. 14 of them were fixed with pedicle screw by augmentation with Polymethylmethacrylate (PMMA) and the other 17 patients with autogenous bone. Age, sex and whether smoking were similar between the two groups. Surgical time, blood loss, blood transfusion, medical cost, post surgery ICU time, hospital day, length of oral pain medicines taken, Pre-and postoperative Oswestry disability index questionnaire and surgical revision were documented and compared. Preoperative, postoperative and final follow up Cobb angle, sagittal lumbar curve, correction rate, and Follow up Cobb loss were also compared.

Results

No significant differences were found between the autogenous bone group and Polymethylmethacrylate group with regards to all the targets above except for length of oral pain medicines taken and surgery cost. 2 patients were seen leakage during operation, but there is neither damage of nerve nor symptom after operation. No revision was needed.

Conclusion

Both augmentation pedicle screw with Polymethylmethacrylate (PMMA) and autogenous bone treating degenerative lumbar scoliosis combined with osteoporosis can achieve a good surgical result. Less oral pain medicines taken are the potential benefits of Polymethylmethacrylate augmentation, but that is at the cost of more medical spending.

Biomechanical comparison of different techniques in primary spinal surgery in osteoporotic cadaveric lumbar vertebrae: expansive pedicle screw versus polymethylmethacrylate-augmented pedicle screw

INTRODUCTION

Transpedicular fixation can be challenging in the osteoporotic spine. Expansive pedicle screw (EPS) and polymethylmethacrylate-augmented pedicle screw (PMMA-PS) were both used to increase screw stability. However, there are a little or no biomechanical comparisons of EPS and PMMA-PS, especially in primary spinal surgery in osteoporotic vertebrae. The purpose of this study was to compare the stability of EPS and PMMA-PS in primary spinal surgery.

MATERIALS AND METHODS

Fifteen osteoporotic vertebrae were randomly divided into three groups. The conventional pedicle screw (CPS) was inserted in CPS group, the pilot hole was filled with PMMA followed by CPS insertion in PMMA-PS group, and EPS was inserted in EPS group. Twenty-four hours later, X-ray and CT examination and biomechanical tests were performed to all vertebrae.

RESULTS

In PMMA-PS group, PMMA existed in bone tissue around the CPS in both vertebral body and pedicle of vertebral arch, and PMMA surrounding the screw formed a spindle-shaped structure in vertebral body. In EPS group, anterior part of EPS presented an obvious expansion in vertebral body and formed a clawlike structure. Screw stabilities in PMMA-PS and EPS groups were significantly enhanced compared with those in CPS group (P < 0.05). However, there was no significant difference between PMMA-PS and EPS groups (P > 0.05).

CONCLUSION

Expansive pedicle screw can markedly enhance screw stability with a similar effect to the traditional method of screw augmentation with PMMA in primary surgery in osteoporotic vertebrae. In addition, EPS can overcome pedicle fracture, leakage and compression caused by lager screw and augmentation with PMMA. We propose that EPS is an effective, safe and easy method and has a great application potential in augmentation of screw stability in osteoporosis in clinic.

A titanium expandable pedicle screw improves initial pullout strength as compared with standard pedicle screws

BACKGROUND CONTEXT

Pedicle screws are now standard for spinal arthrodesis as they provide three-column spinal stabilization. Decreased vertebral body bone density because of aging reduces the stability of the bone-screw interface, potentially increasing screw pullout or pseudarthrosis. Modifications to standard pedicle screw designs to improve screw stabilization may help to compensate for the detrimental effects of decreased vertebral bone density.

PURPOSE

To evaluate differences in initial pullout strength of an expandable titanium pedicle screw as compared with a standard titanium pedicle screw.

STUDY DESIGN

In vitro human cadaveric biomechanical investigation.

METHODS

Fresh thoracolumbar spines from four human cadavers were imaged using quantitative computed tomography to obtain standard lumbar osteoporosis (Dual-energy X-ray absorptiometry [DXA]) T scores. Six bodies were sectioned per spine, and standard titanium 6.5-mm diameter pedicle screws and expandable 6.5-mm diameter titanium screws (maximum expanded diameter=10 mm) were randomized to right and left sides. Screw testing, in axial pullout at 25 mm/min, was randomized to reduce the effects of testing order. Data for stiffness (N/mm), yield load (N), ultimate load (N), and energy (N mm) (area under the load-displacement curve) were analyzed using a one-way analysis of variance (p<.05).

RESULTS

Lumbar DXA scores averaged -3.6. There were no statistical differences between screw types for stiffness. Yield load was not statistically different between groups, although the expandable screw yield load was nearly 25% greater than that of the standard screw. Ultimate load was found to be statistically greater (∼30%) for the expandable screw compared with the standard screw (p<.05). The energy required to cause bone-implant failure was also statistically greater for the expandable screw compared with the standard screw (p<.0001).

CONCLUSIONS

Expandable titanium pedicle screws demonstrated improved screw pullout stability compared with standard titanium screws in osteopenic or osteoporotic bone. Further studies are warranted examining other loading methods to evaluate the stability provided by an expandable pedicle screw.

Role of 'low cost Indian implants' in our practice: our experience with 1,572 pedicle screws

PURPOSE

As Indian spine surgeons, we have to choose between 'foreign implants' and 'Indian implants'. An Indian four pedicle screw rod construct costs 330 US dollars (one-third that of a similar foreign construct). About 60% of patients cannot afford expensive foreign implants. There is little written data evaluating how these Indian implants fare. The purpose of our study was to evaluate implant failure rate with Indian implants and compare it to foreign implants.

METHODS

We analysed results of 1,572 titanium pedicle screws used in 239 patients with a minimum 1-year follow-up. Patients were divided into Indian and foreign implant groups. Radiological failures were classified as (1) surgery and disease failure, (2) bone failure and (3) implant failure. The null hypothesis was that there is no difference between implant failure rate for Indian and foreign implants.

RESULTS

A total of 128 (53.56%) of patients could not afford foreign implants. We used 679 foreign and 893 Indian pedicle screws. In foreign implant group, there was a single incident of implant failure (0.15%). In Indian implant group, there were five such incidents (0.56%).

CONCLUSIONS

(1) Rate of failure for 'low cost' Indian implants is very low (approximately 1 implant complication for every 200 screws). (2) There is no statistically significant difference in failure rates for Indian implants and foreign implants (P-value = 0.2438). We recommend that Indian implants are a safe and viable option to make spine surgery cost effective in the Indian scenario.

Polymethylmethacrylate augmentation of the pedicle screw: the cement distribution in the vertebral body

Many studies have proven that the polymethylmethacrylate (PMMA) augmentation of the pedicle screw can significantly increase stiffness and strength of spinal fixation. Some major complications have also been reported. However, there are no reports discussing cement distribution and its morphology in the osteoporotic vertebral body, which is critical in the analysis of the biomechanical strength of the pedicle screw and the risk of cement leakage after pedicle screw augmentation. In this study, we used computed tomography (CT) to evaluate the cement distribution in the osteoporotic vertebral body after PMMA augmentation of a pedicle screw and to analyze the factors leading to cement leakage. Two groups of patients were studied. Group A consisted 25 osteoporotic patients (mean age of 73 years) with spinal instrumentation who had a total of 145 pedicle screws and cement augmentation with biopsy needles. Group B consisted of 23 osteoporotic patients (mean age of 74.6 years) with spinal instrumentation who had a total of 125 cannulated pedicle screws with cement augmentation. All patients had CT evaluation of the cement distribution in the vertebral body after the surgery. The cement distribution in the vertebrae was divided into four zones in the axial CT view: anterior one-third, middle third, and posterior third of vertebral body, and the pedicle. The morphology of the cement distribution around the pedicle screw was defined as scattered type or concentrate type. The leakage pattern was divided to anterior-lateral, posterior-lateral, and canal leakage. The correlations among bone mineral density (BMD), the cement leakage rate, and cement distribution morphology were also analyzed. The results showed that most augmented pedicle screws had cement extension into three of the four zones of the vertebral body (66.3%), followed by two zones (20%), all four zones (11.5%), and only one zone (2.2%). Overall, 123 screws (84.8%) in Group A and 108 screws (86.4%) in Group B had cement concentrate type distribution. The cement leakage rate in Group A is 18.3% and 13.6% in Group B. Patients with a BMD <0.6 g/cm(2) had significantly higher rates of cement leakage and tended toward a scattered cement distribution. There was only one patient who had a symptomatic leakage (sciatica) in Group B. We concluded that the cement distribution after pedicle screw augmentation with biopsy needle or cannulated screw technique was mostly localized in three zones of the vertebral body, and patients with lower BMD had a higher risk of cement leakage and scattered cement distribution.

Anterior bone cement augmentation in anterior lumbar interbody fusion and percutaneous pedicle screw fixation in patients with osteoporosis

Object

The purpose of the present study was to evaluate the efficacy of anterior polymethylmethacrylate (PMMA) cement augmentation in instrumented anterior lumbar interbody fusion (ALIF) for patients with osteoporosis.

Methods

Sixty-two patients with osteoporosis who had undergone single-level instrumented ALIF for spondylolisthesis and were followed for more than 2 years were included in the study. The patients were divided into 2 groups: instrumented ALIF alone (Group I) and instrumented ALIF with anterior PMMA augmentation (Group II). Sixty-one patients were interviewed to evaluate the clinical results, and plain radiographs and 3D CT scans were obtained at the last follow-up in 46 patients.

Results

The mean degree of cage subsidence was significantly higher in Group I (19.6%) than in Group II (5.2%) (p = 0.001). The mean decrease of vertebral body height at the index level was also significantly higher in Group I (10.7%) than in Group II (3.9%) (p = 0.001). No significant intergroup differences were observed in the incidence of radiographic adjacent-segment degeneration (ASD) or in terms of pain and functional improvement. The incidences of clinical ASD (23% in Group I and 10% in Group II) were not significantly different. There was 1 case of nonunion and 3 cases of screw migration in Group I, but none resulted in implant failure.

Conclusions

Anterior PMMA augmentation during instrumented ALIF in patients with osteoporosis was useful to prevent cage subsidence and vertebral body collapse. In addition, PMMA augmentation did not increase the nonunion rate and incidence of ASD.

Pullout strength for cannulated pedicle screws with bone cement augmentation in severely osteoporotic bone: influences of radial hole and pilot hole tapping

BACKGROUND

Pedicle screw fixation in a severely osteoporotic spine remains a challenge for orthopedic surgeons. The previous literature does not adequately address the effects of radial holes for cannulated screws with cement injection and pilot hole tapping on the bone/screw interfacial strength.

METHODS

Specially designed cannulated pedicle screws, with or without radial holes, were installed in tapped and untapped pilot holes and then injected with cement. A uniform synthetic bone (test block) was used to provide a platform for each screw design. Specimens with inserted screws were then tested for axial pullout failure.

FINDINGS

(1) Cannulated screws with cement augmentation significantly increased the pullout strength in comparison to solid screws. Additionally, the amount of cement exuded from the cannulated screws increased with an increasing number of radial holes, leading to an increase in the average ultimate pullout strength for cannulated screws with a large number of radial holes. (2) Radiological examination indicated that the cement was exuded from the most proximal holes at the very beginning of its flow path, whereas no cement exudation was found at the remaining distal holes. (3) Cement exudation from the holes of cannulated screws into the open cell of the test block led to a composite (cement/bone) structure at the area of cement exudation. Observations of the failed specimens indicated that failure occurred at the composite/bone interface, while the composite was well bonded to the screws. This implies that the screw/composite interfacial strength was much higher than the composite/bone interfacial strength. (4) Tapping pilot holes decreased the pullout strength of the screws. Generally, larger standard deviations were found for the tapped cases, implying that untapped cases results are more repeatable than tapped cases results.

INTERPRETATION

Cannulated pedicle screws with radial holes combined with PMMA cement augmentation but without tapping may be a viable clinical option for achieving fixation in severely osteoporotic bone.

Cortical bone trajectory for lumbar pedicle screws

BACKGROUND CONTEXT

Achieving solid implant fixation to osteoporotic bone presents a clinical challenge. New techniques and devices are being designed to increase screw-bone purchase of pedicle screws in the lumbar spine via a novel cortical bone trajectory that may improve holding screw strength and minimize loosening. Preliminary clinical evidence suggests that this new trajectory provides screw interference that is equivalent to the more traditionally directed trajectory for lumbar pedicle screws. However, a biomechanical study has not been performed to substantiate the early clinical results.

PURPOSE

Evaluate the mechanical competence of lumbar pedicle screws using a more medial-to-lateral path (ie, "cortical bone trajectory") than the traditionally used path.

STUDY DESIGN

Human cadaveric biomechanical study.

METHODS

Each vertebral level (L1-L5) was dual-energy X-ray absorptiometry (DXA) scanned and had two pedicle screws inserted. On one side, the traditional medially directed trajectory was drilled and tapped. On the contralateral side, the newly proposed cortical bone trajectory was drilled and tapped. After qCT scanning, screws were inserted into their respective trajectories and pullout and toggle testing ensued. In uniaxial pullout, the pedicle screw was withdrawn vertically from the constrained bone until failure occurred. The contralateral side was tested in the same manner. In screw toggle testing, the vertebral body was rigidly constrained and a longitudinal rod was attached to each screw head. The rod was grasped using a hydraulic grip and a quasi-static, upward displacement was implemented until construct failure. The contralateral pedicle screw was tested in the same manner. Yield pullout (N) and stiffness (N/mm) as well as failure moment (N-m) were compared and bone mineral content and bone density data were correlated with the yield pullout force.

RESULTS

New cortical trajectory screws demonstrated a 30% increase in uniaxial yield pullout load relative to the traditional pedicle screws (p=0.080), although mixed loading demonstrated equivalency between the two trajectories. No significant difference in construct stiffness was noted between the two screw trajectories in either biomechanical test or were differences in failure moments (p=0.354). Pedicle screw fixation did not appear to depend on bone quality (DXA) yet positive correlations were demonstrated between trajectory and bone density scans (qCT) and pullout force for both pedicle screws.

CONCLUSIONS

The current study demonstrated that the new cortical trajectory and screw design have equivalent pullout and toggle characteristics compared with the traditional trajectory pedicle screw, thus confirming preliminary clinical evidence. The 30% increase in failure load of the cortical trajectory screw in uniaxial pullout and its juxtaposition to higher quality bone justify its use in patients with poor trabecular bone quality.

Polymethylmethacrylate augmentation of pedicle screw for osteoporotic spinal surgery: a novel technique

STUDY DESIGN

A retrospective study to evaluate the clinical results of patients with osteoporosis and various spinal diseases treated surgically with polymethylmethacrylate (PMMA) augmented pedicle screw.

OBJECTIVE

To report a novel technique using PMMA for pedicle screw augmentation in osteoporotic spinal surgery.

SUMMARY OF BACKGROUND DATA

Many studies have proved that the stiffness and strength of pedicle screw fixation can be significantly increased when the pedicle screw is augmented with various cements. However, most of those studies were experimental. Clinical reports using those materials for pedicle screw augmentation are rare and a practical and reliable technique for primary pedicle screw augmentation with cement has not yet been established.

METHODS

Forty-one patients [23 female, 18 male, mean age 75.1 (50-90) years] with osteoporosis and various spinal diseases underwent spinal decompression and instrumentation with PMMA augmentation of pedicle screw. Pre-and postoperative scores for visual analogue scale for pain and Oswestry disability index questionnaire were analyzed. The screw migration, which is the distance from the screw tip to the anterior cortex and upper endplate of vertebra, was also evaluated immediately after the operation and at the mean 22.3 months final follow-up. RESULTS.: Totally 291 of 300 screws were augmented with PMMA. There was neither neurologic deterioration nor symptomatic cement leakage after surgery. The mean visual analogue scale pain score of these patients improved from 9.2 to 1.5 (P < 0.01) and the functional Oswestry disability index score improved from 77.5% to 44.2% (P < 0.01). Kyphotic deformity was improved from average 23.2 degrees to 11.9 degrees after surgery, and to 14.9 degrees at final follow-up (P < 0.01). The average loss of kyphosis correction was 3 degrees. There was no significant screw migration when the screws distances just after operation and at the final follow-up were compared (P > 0.01).

CONCLUSION

The presented technique of PMMA for augmentation of pedicle screw is a safe, reliable, and practical technique for osteoporotic patients who also had various spinal diseases and need spinal instrumentation.

Posterolateral intertransverse spinal fusion possible in osteoporotic rats with BMP-7 in a higher dose delivered on a composite carrier

STUDY DESIGN

Posterolateral intertransverse process spinal fusion (PLF) was performed in ovariectomized female rats using recombinant human BMP-7 (OP-1) delivered on a composite carrier.

OBJECTIVE

To investigate whether BMP-7 collagen on a composite carrier in a higher dose will enhance posterolateral spinal fusion in an estrogen deficiency rat model.

SUMMARY OF BACKGROUND DATA

Osteoporosis is a systemic disease characterized by bone remodeling skewed in favor of excess bone resorption. This makes new bone formation and fixation of metallic implants difficult. Thus, treating osteoporotic patients who require posterior spinal fusion is challenging. Ovariectomized rats have been used as an osteoporotic model for posterolateral intertransverse process fusion. We have demonstrated in the past that endochondral bone formation in osteoporotic rats is delayed when compared with rats without osteoporosis. We have also shown that OP-1 Putty (BMP-7, collagen, and carboxy-methyl-cellulose) can overcome the effects of osteoporosis in a rat fracture model. However, it has not yet been demonstrated whether BMP-7 collagen composite carrier (Calstrux) can achieve a fusion in a process spinal fusion model in osteoporotic bone.

METHODS

A total of 42 ovariectomized Sprague-Dawley female rats were randomly assigned to 4 control and 2 experimental groups: (1) no Calstrux, no BMP; (2) 400 mg Calstrux alone; (3) 30 microg lactose + 400 mg Calstrux; (4) 90 microg lactose + 400 mg Calstrux; (5) 30 microg rhBMP-7 + 400 mg Calstrux; and (6) 90 microg rhBMP-7 + 400 mg Calstrux. Spinal fusion was evaluated by manual motion testing, microradiographs, computed tomographic scans, DEXA scans, and histology.

RESULTS

Ovariectomized rats receiving Calstrux alone or either dose of lactose and Calstrux did not show spinal fusion. Ovariectomized rats receiving 90 microg BMP-7 + 400 mg Calstrux showed significantly higher fusion rates than these control animals. (P < 0.0001). The rats receiving 30 microg BMP-7 + 400 mg Calstrux exhibited only partial fusion.

CONCLUSION

BMP-7, delivered on a composite carrier, is able to overcome the detrimental effects of estrogen deficiency on posterolateral spinal fusion and generate a relatively robust fusion. The effect seems to be dose dependent.

Cortex of the pedicle of the vertebral arch. Part II: microstructure

Object

Although the gross anatomy of the pedicle in the human spine has been investigated in great detail, knowledge of the microanatomy of trabecular and cortical structures of the pedicle is limited. An understanding of the mechanical properties and structure of the pedicle bone is essential for improving the quality of pedicle screw placement. To enhance this understanding, the authors examined human cadaveric lumbar vertebrae.

Methods

In this study, the authors obtained seven human cadaveric lumbar vertebrae. The lateral and medial cortices of these pedicle specimens were sectioned and embedded in polymethylmethacrylate. Cross-sectional slices of cortex were obtained from each specimen and imaged with the aid of a high-resolution light microscope. Assessments of osteonal orientation, determinations of relative dimensions, and histomorphometric studies were performed.

Results

The cortex of the pedicle in each human lumbar vertebra had an osteonal structure with haversian canals laid down mainly in the anteroposterior (longitudinal) direction. The organization of osteons across the transverse cross-section was not homogeneous. The layer of lamellar bone that typically envelops cortical bone structures (such as in long bones) was not observed, and the lateral cortex was significantly thinner than the medial cortex (p< 0.05).

Conclusions

The cortical bone surrounding the pedicle differed from bone in other anatomical regions such as the anterior vertebral body and femur. The osteonal orientation and lack of a lamellar sheath may account for the unique deformation characteristics of the pedicle cortex seen during pedicle screw placement.

Biomechanical comparison of a novel multilevel hex-head pedicle screw design with a conventional head design

The objective of the study was to determine the biomechanical effect during insertion of multilevel hex-head design pedicle screws compared to a conventional screw-head design. Eighteen lumbar vertebrae and thoracic vertebrae from human cadavers were instrumented with a novel, multilevel hexagonal head pedicle screw on one side and a conventional head pedicle screw on the contralateral side. Screws were inserted at a constant rate and insertion and removal torques were recorded. A further 14 lumbar and thoracic vertebrae were used to test alterability of screw direction and operational effort required. Electromagnetic sensors recorded the change in angular direction for both screw and screwdriver. The force applied through the insertion screwdriver required to produce the directional change was also recorded. No significant differences were found between the two screw types for insertion or removal torque in either lumbar or thoracic vertebrae. Multilevel hex-head screws had significantly greater directional alterability than conventional head screws in both lumbar and thoracic specimens. Multilevel hex-head screws also required less force applied through the screwdriver than conventional screws to alter direction of screw insertion in both lumbar and thoracic specimens. The multilevel hex-head design did not affect the insertion or removal torque in comparison to a conventional head design.

The influence of pedicle screw placement on thoracic trabecular strain

STUDY DESIGN

Experimental study.

INTRODUCTION

Although pedicle screw loosening and fracture are not uncommon, there is little understanding of the loading relationship between the pedicle screw and surrounding bone. There is even less understanding of the trabecular bone mechanics one a pedicle screw has been removed.

OBJECTIVES

To investigate and understand the influence of the presence of pedicle screw placement and subsequent removal on vertebral trabecular strain under axial loading.

SETTING

Orthopaedic Research Laboratories, University of California, Davis, USA.

METHODS

Six cadaver spines were biomechanically loaded and the minimum principal and maximum shear strains were measured using texture correlation. The treatments were divided into three conditions as follows: (1) before screw placement, (2) during screw placement, and (3) after screw removal. The obtained data were statistically analyzed.

RESULTS

Trabecular strain adjacent to the pedicle screw was increased following pedicle screw placement and remained high following pedicle screw removal.

CONCLUSIONS

The current study demonstrates that pedicle screw placement greatly influences the trabecular bone and introduces weakness in the area following screw removal.

Trabecular architecture of lumbar vertebral pedicle

STUDY DESIGN

Investigation on architecture of lumbar pedicle.

OBJECTIVE

To determine morphological properties of pedicular cancellous bone.

SUMMARY OF BACKGROUND DATA

Many researchers have been stimulated to study trabecular architecture by improvements in stereological technology. Although the structure of vertebral cancellous bone has been well studied in the literature, no information is available about the architecture of pedicular cancellous bone.

METHODS

Eight cadaveric L3 lumbar vertebrae were harvested. After collecting the bone mineral density (BMD) data on the vertebrae, pedicle isthmuses were removed from the vertebral bodies using a reciprocal hand saw. The BMD measurements were done on the dissected pedicle isthmus specimens. All the specimens were then analyzed using a micro-computed tomography unit. Morphologic parameters of trabecular bone were calculated.

RESULTS

Bone volume was found as 0.209 +/- 0.046, whereas Tb.Th, Tb.Sp, and Tb.N were found to be 0.201 +/- 0.035 mm, 0.930 +/- 0.123 mm, and 1.098 +/- 0.136 mm(-1), respectively. Connectivity density and structure model index were observed to be 3.135 +/- 0.918 mm(-3), 0.37, whereas degree of anisotropy value was 1.241 +/- 0.093. Vertebral BMD could explain 63% of variance in bone density of a pedicle isthmus.

CONCLUSIONS

The structure of the pedicular cancellous bone is somewhat different from that of vertebral body. The trabecular architecture within the pedicle isthmus is isotropic and plate-like. The thickness and number of the trabeculae were greater than those of vertebral trabeculae. Decrease in the bone volume with age is mainly by thinning of the trabeculae and increasing in trabecular spacing, but not by loss of mass.

Torsional stability of cross-link configurations: a biomechanical analysis

BACKGROUND CONTEXT

Cross-link systems have been used to augment segmental spinal instrumentation since the earliest introduction of these fixation systems. Although transverse cross-links have little impact on sagittal motion of spinal constructs, cross-linkage does affect torsional rigidity. Despite the wide variety of cross-link designs, almost all have been configured as transverse devices. The relative mechanical benefit of different cross-link configurations is not known.

PURPOSE

The purpose of this study was to compare the torsional stability of three different cross-link configurations.

STUDY DESIGN

Biomechanical analysis of segmental instrumentation constructs using porcine spines.

METHODS

Thoracic porcine spines (T4 to T10) were instrumented with 6.5-mm conical pedicle screws and 7.0-mm connecting rods from T5 to T9. Terminal vertebrae were embedded in polymethylmethacrylate (PMMA) after a T7 corpectomy. Four cross-link configurations were tested in a randomized manner: Un-cross-linked Control (CONT); Transverse Rod-Rod (RR); Transverse Screw-Screw (SS); and Diagonal Screw-Screw (DX) Cross-links. The specimens were rotated to 3 Nm at a rate of 0.2 degrees/s and cycled six times with data acquisition over the final two cycles. Stiffness, rotation, and energy data were normalized to each control. A Newman-Keuls repeated measures analysis of variance was used to infer significant differences.

RESULTS

Diagonal cross-link configurations provided the most rigid construct. Transverse cross-links did not significantly change torsional behavior compared with the unlinked control. Rotation and energy expended were not significantly greater torsional stiffness compared with other constructs tested (p<.01).

CONCLUSIONS

The diagonal cross-link configuration provided increased torsional stiffness as compared with unlinked or transverse configurations. This observation should be considered in future cross-link designs.

Efficacy of novel-concept pedicle screw fixation augmented with calcium phosphate cement in the osteoporotic spine

Pedicle screw instrumentation has become increasingly popular for rigid internal stabilization of the thoracolumbar spine. However, when pedicle screws are used in elderly osteoporotic patients, the screw-bone interface is stripped easily. Therefore, the risk of screw loosening and backing-out after surgery has increased. The purpose of this study was to evaluate the efficacy of the novel-concept pedicle screw fixation augmented with calcium phosphate cement (CPC) in the osteoporotic spine. The novel-concept screw has the same shape as the ordinary screw, but it is hollow and fabricated with 20 small holes (1.3 mm in diameter) leading to the hollow part on the bottom of the thread. Fifteen embalmed cadaveric lumbar vertebrae were instrumented with two types of pedicle screw (the ordinary screw and the novel-concept screw) in each pedicle. Only the novel-concept screws were augmented with CPC after insertion. Seven days later, axial pull-out testing was performed at a crosshead speed of 10 mm/min. The mean maximal pull-out strength of the ordinary screws was 258 N, and that of the novel concept screws was 637 N. These results suggest that the novel-concept screw augmented with CPC can be useful for pedicle screw fixation of the osteoporotic spine.

Use of the anatomic trajectory for thoracic pedicle screw salvage after failure/violation using the straight-forward technique: a biomechanical analysis

STUDY DESIGN

A biomechanical study of cadaver vertebrae to determine the feasibility of obtaining adequate thoracic pedicle screw fixation in a salvage situation. OBJECTIVE To investigate the ability to safely place a thoracic pedicle screw with adequate maximal insertional torque (MIT) using the anatomic trajectory (AT) (directed along the true anatomic axis of the pedicle) after purposeful failure/medial violation of the pedicle using the straight-forward trajectory (ST) (paralleling the vertebral endplate).

SUMMARY AND BACKGROUND DATA

Failure to place a pedicle screw at an intended segment of the thoracic spine may theoretically render the level uninstrumented, because pedicle hook placement may be unsafe and the transverse process may be fractured. An alternative pedicle screw insertion technique, if biomechanically sound in this situation, may present an excellent alternative for critical instrumentation levels.

MATERIALS AND METHODS

Fixed-head 5.0 mm stainless steel pedicle screws were placed using the ST and MIT was recorded after determination of bone mineral density (BMD) with dual-energy radiograph absorptiometry (DEXA) scanning. Purposeful screw malposition and critical pedicle wall failure were performed, followed by salvage placement of the screw using the AT. Insertional torque was recorded for each screw revolution with a digital torque wrench and MIT was again recorded to compare the MIT obtainable in the salvage situation.

RESULTS

BMD for the vertebrae averaged 732 g/cm2 (620-884 g/cm2). The MIT for the straight-forward technique without pedicle violation was 2.61 +/- 0.19 (SE) inches per pound, whereas that of the salvage procedure after medial wall violation (AT) averaged 1.62 +/- 0.12 (SE) inches per pound. Therefore, the AT achieved 62% (P = 0.027) of the fixation strength (in terms of MIT) during salvage after failure/medial violation of the pedicle. MIT for both the ST* and AT trajectories correlated with both global BMD of the vertebrae (*P = 0.008; P = 0.004) and regional BMD of the vertebral body (*P = 0.044; P = 0.023).

CONCLUSIONS

The AT achieved 62% (P = 0.027) of the MIT during salvage of a failed/violated pedicle. BMD correlated with both the initial and salvage techniques. The AT provides adequate fixation in a salvage situation and may be safely used to provide segmental fixation at critical levels.

Biomechanical investigation of pedicle screw-vertebrae complex: a finite element approach using bonded and contact interface conditions

This study used finite element simulation to investigate the load transfer mechanisms within the screw/vertebra complex under different interface conditions, and under varying screw lengths. Both bonded and contact conditions were employed to demonstrate the interface between the screw and vertebra. Loadings were applied at the superior surface of the vertebra and screw unthreaded end, respectively, to represent two modes of flexion loads. The results indicated that the screw within the vertebra underwent a series of discontinuities of loading, identified by the localized high contact pressures, thus creating localized bending moments. The peak stress of screw was located at the junction of the screw's hub and thread, which is consistent with the location of screw failure observed in a clinical setting and the values of peak stress in the screw were proportional to the amount of moments generated by the two loading modes. The interface condition plays an important role in transferring the force within the screw/vertebra complex. A contact interface condition induces significantly higher stress in the screw than the bonded condition. Therefore providing a binding surface (with HA, or porosity coating on the screw surface) between the screw and the vertebra might be the most effective way to prevent screw failure. The influences of screw length on the peak stress in the screw become negligible when the screw is of sufficient length to extend fully into the vertebral body.

Pedicle morphometry in the upper thoracic spine: limits to safe screw placement in older patients

STUDY DESIGN

An anatomic study of pedicle dimensions and orientation was performed for upper thoracic vertebrae from elderly human subjects.

OBJECTIVES

To quantify dimensions of thoracic pedicles, and to determine the potential for safe transpedicular screw fixation in the upper thoracic spine.

SUMMARY OF BACKGROUND DATA

Clinical and anatomic reports support thoracic pedicle fixation as a safe, effective alternative to hook fixation in both normal and osteoporotic bone. Much available data, however, pertains to young, robust patients, thoracolumbar segments, and mixed placement techniques.

METHODS

For this study, T1-T6 vertebrae from 18 human cadavers were separated into individual vertebrae. Examiners measured each vertebra to determine medial-lateral pedicle width, cranial-caudal pedicle height, and coaxial depth from lamina to anterior vertebral cortex. Mean values were derived from repeated measures compared by level and side.

RESULTS

Dimension a varied with individual and level, but not between the left and right pedicles. Pedicle diameter uniformly diminished as specimens proceeded caudally from T2. Findings showed that 25% of T1 pedicles, 17% of T2 pedicles, and 42% of T3 pedicles were narrower than 5.5 mm. At T4 61% of pedicles were too small, at T5 67% were too small, and at T6 75% were too small to accept a 5.5-mm screw. Dimension b remained relatively constant. Pedicles became increasingly narrow and oblong in the T4-T6 cross sections. Dimension c increased consistently from T1 to T6. Safe screw lengths ranged from 30 mm at T1 and T2, to 35 mm at T4 -T5, to 40 mm at T5 and T6.

CONCLUSIONS

Even the largest patients had some pedicles that could not accommodate the smallest standard pedicle screw, and more than one half of the pedicles average patients were too small. Transpedicular screw placement is not safe in these patients. Proper placement must avoid penetration of the medial pedicle wall.

Characteristics of pullout failure in conical and cylindrical pedicle screws after full insertion and back-out

BACKGROUND CONTEXT

Biomechanical studies show that bone-mineral density, pedicle morphology, and screw thread area affect pedicle screw pullout failure. The current literature is based on studies of cylindrical pedicle screw designs. Conical screws have been introduced that may provide better "fit and fill" of the dorsal pedicle as well as improved resistance to screw bending failure. However, there is concern about loss of fixation if conical screws must be backed out after insertion.

PURPOSE

To determine that conical screws have comparable initial stiffness and fixation strength compared with standard, cylindrical screws, and to assess whether conical screw fixation deteriorates when screws are backed out from full insertion.

STUDY DESIGN/SETTING

This biomechanical analysis compared pullout strength of cylindrical and conical pedicle screw designs, using porcine lumbar vertebrae in a paired testing format.

METHODS

Porcine lumbar vertebrae were instrumented with conical and cylindrical pedicle screws with the same thread pitch, area and contour, and an equivalent diameter at the pedicle isthmus, 1.2 cm distal to the hub. Axial pullout was performed at 1.0 mm/minute displacement. Pullout loads, work and stiffness were recorded at 0.02-second intervals. Conical versus cylindrical screws were tested using three paired control configurations: fully inserted, backed out 180 degrees and backed out 360 degrees. Fully inserted values were compared with each set of back-out values to determine relative loss of fixation strength. Screw pullout data were analyzed using a Student's t test.

RESULTS

Pullout loads in these porcine specimens were comparable to data from healthy human vertebrae. Conical screws provided a 17% increase in the pullout strength compared with cylindrical screws (P<.10) and a 50% increase in initial stiffness (P<.05) at full insertion. There was no loss in pullout strength, stiffness or work to failure when conical or cylindrical screws were backed out 180 or 360 degrees from full insertion.

CONCLUSIONS

Conical screws offer improved initial fixation strength compared with cylindrical screws of the same size and thread design. Our results suggest that appropriately designed conical screws can be backed out 180 to 360 degrees for intraoperative adjustment without loss of pullout strength, stiffness or work to failure. Intraoperative adjustments of these specific conical screws less than 360 degrees should not affect initial fixation strength. These results may not hold true for screws with a smaller thread area or larger minor diameter.

Anterior vertebral screw strain with and without solid interspace support

STUDY DESIGN

This in vitro biomechanical study examines segmental anterior vertebral screw strain and solid rod construct stiffness with and without the addition of multilevel, threaded cortical bone dowels in a bovine model.

OBJECTIVE

To determine whether strain at the bone-screw interface is higher at the end levels during physiologic range loading, and whether solid interspace support decreases segmental strain on the implant.

SUMMARY OF BACKGROUND DATA

Anterior instrumentation provides greater correction and preserves distal motion segments. However, nonunion and implant failure are observed more frequently than with posterior segmental instrumentation, and when observed, loss of fixation occurs at the end levels.

METHODS

Eight calf spines underwent mechanical testing in the following sequence: 1) intact condition, 2) anterior release with anterior solid rod and bicortical rib grafts, and 3) anterior release with anterior solid rod and threaded cortical bone dowels (L2-L5). Instrumented vertebral screws were used to assess strain within the vertebral body by the near cortex, whereas an anterior extensometer spanning the instrumented segments was used to measure segmental displacements to calculate construct stiffness. The protocol included axial compression (-400 N), right lateral bending (4 Nm (Newton-meter), away from the implant), and left lateral bending (4 Nm, toward the implant). Statistical analysis included a one-way analysis of variance and a Student-Newman-Keuls post hoc test. A pilot study was performed using four additional specimens loaded for 4000 cycles to investigate macroscopic loosening after fatigue loading.

RESULTS

In lateral bending toward the implant, the strain was higher at both end levels, with no differences between the rib and dowel reconstructions. The stiffness values were greater than the intact values for both groups. In lateral bending away from the implant, the strain also was higher at both end screws, and the dowel group had less strain at these levels than the rib group. Both groups were stiffer than the intact condition, and the dowel group was stiffer than the rib group. Axial compressive strain also was higher at the end levels, but this difference did not reach statistical significance. The rib group did not reach intact stiffness values, whereas the dowel group was stiffer than the intact condition. The fatigue study showed gross loosening at one or both end levels in all cases.

CONCLUSIONS

Higher strain was observed at the bone-screw interface in both end screws of an anterior solid rod construct during lateral bending, which correlates with the clinically observed failure location. This suggests that physiologic range loading may predispose to failure at the end levels. Disc space augmentation with solid implants increased construct stiffness in all three load paths and decreased strain at the end levels in lateral bending away from the implant. Future implant modifications should achieve better fixation at the end screws, and the current model provides a means to compare different strategies to decrease strain at these levels.

Characteristics of pedicle screw loading. Effect of surgical technique on intravertebral and intrapedicular bending moments

STUDY DESIGN

A static nondestructive bending analysis of pedicle screws inserted into vertebral analogues was conducted. Pedicle screw load was studied as a function of variables in insertion technique.

OBJECTIVES

To determine how the sagittal bending moment in pedicle screws is affected by changes in pedicle screw length, insertional depth, and sagittal placement.

BACKGROUND DATA

An unexpectedly high rate of clinical failure has been observed in pedicle screws used in short-segment instrumentation for unstable burst fractures. The majority of screws fail in sagittal bending within the pedicle. Little is known of the insertion technical factors that affect in situ loads incurred by pedicle screws.

METHODS

Synthetic vertebral analogues were fabricated. Pedicle screws internally instrumented with strain gauges were used as load transducers to determine screw bending moments within the pedicle and body of the analogue. Analogues were loaded in compression to simulate loading of an unstable burst fracture.

RESULTS

Screw bending moments within the pedicle increased 33% and 52% when screws were left 3 mm and 5 mm short of full insertion. Intrapedicular moments increased 20% to 29% in screws inserted superiorly or inferiorly within the pedicle. Thirty-five-millimeter screws developed intrapedicular moments 16% higher than 40-mm and 45-mm screws.

CONCLUSIONS

In situ pedicle screw loads increased significantly as a direct result of variations in surgical technique. Screws left short of full insertion, placed off center in the sagittal plane of the pedicle, or less than 40 mm long developed increased intrapedicular bending moments.